Jones Financial Companies’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,649
+1,440
| +65% | +$434K | ﹤0.01% | 971 |
|
|
2025
Q1 | $592K | Buy |
2,209
+641
| +41% | +$172K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $386K | Buy |
1,568
+823
| +110% | +$203K | ﹤0.01% | 1096 |
|
|
2024
Q3 | $170K | Buy |
745
+394
| +112% | +$89.8K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $70.8K | Sell |
351
-116
| -25% | -$23.4K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $91.1K | Buy |
467
+324
| +227% | +$63.2K | ﹤0.01% | 615 |
|
|
2023
Q4 | $22.1K | Buy |
143
+114
| +393% | +$17.6K | ﹤0.01% | 573 |
|
|
2023
Q3 | $3.75K | Buy |
29
+8
| +38% | +$1.03K | ﹤0.01% | 529 |
|
|
2023
Q2 | $2.87K | Sell |
21
-121
| -85% | -$16.6K | ﹤0.01% | 504 |
|
|
2023
Q1 | $18K | Buy |
142
+121
| +576% | +$15.3K | ﹤0.01% | 434 |
|
|
2022
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $2K | Sell |
21
-63
| -75% | -$6K | ﹤0.01% | 513 |
|
|
2022
Q2 | $8K | Hold |
84
| – | – | ﹤0.01% | 506 |
|
|
2022
Q1 | $9K | Hold |
84
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $12K | Buy |
+84
| New | +$12K | ﹤0.01% | 537 |
|
|
2021
Q2 | – | Sell |
-33
| Closed | -$4K | – | 772 |
|
|
2021
Q1 | $4K | Sell |
33
-72
| -69% | -$8.73K | ﹤0.01% | 673 |
|
|
2020
Q4 | $14K | Buy |
+105
| New | +$14K | ﹤0.01% | 402 |
|
|
2013
Q4 | – | Sell |
-208
| Closed | -$15K | – | 478 |
|
|
2013
Q3 | $15K | Sell |
208
-3,720
| -95% | -$268K | ﹤0.01% | 464 |
|
|
2013
Q2 | $286K | Buy |
+3,928
| New | +$286K | ﹤0.01% | 196 |
|